Blogarithms
Doug Kaye's thoughts on web services, web hosting and managed services.
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Digex Vulnerable? Digex issued this press release, reminding all of us that it's a separate company. But in addition to being funded by WorldCom, one has to believe that there are many off-books services Digex receives through this relationship. Given the huge gap between WorldCom's assets and liabilities, one has to question whether it can continue to fund Digex as the press release promises. If it has to sacrifice some assets to save others, I expect WorldCom would dump its share od the hosting business in order to hang onto its long-distance customers. Digex could be caught between a rock and a hard place. Do I hear C&W in the wings with checkbook once again in hand? Or perhaps EDS?
Posted Monday, July 22, 2002 10:16:43 PM 
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The Talent Myth. Malcolm Gladwell--one of the best things to happen to The New Yorker in years, and author of The Tipping Point--crucifies McKinsey and their association with Enron. This terrific article makes you realize how easy it is to believe aggressive strategies pitched by analysts that are paid to be smarter than you are. They make it sound so good, and everyone else thinks these people are geniuses. Sometimes they can lead you right off the cliff. [Source: Scott Loftesness]
Posted Monday, July 22, 2002 8:22:01 AM
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